Servicing Two Locations: Geelong, Victoria and Parap, NT
Servicing clients from two offices, 108 Gheringhap Street, Geelong VIC 3220 and Level 1, 2 Nylander Street, Parap NT 0820.
Mary FavelleAR no: 000287047
Hello, I am Mary Favelle. Contact me via 0419 017 045 or firstname.lastname@example.org
I believe financial planning is much more than wealth creation strategies. I aim to deliver a total financial project management solution for my clients. A holistic planning approach is used, taking into consideration what is socially, spiritually and morally important to you. The end result is a guide map for the future that you recognise as uniquely yours. When not working in financial planning, you can find me volunteering for the local primary school and sporting clubs.
MY EXPERIENCE: I have extensive financial planning experience, before and throughout the financial turbulence of post 9/11 and GFC periods, and my qualifications are among the most comprehensive in the financial planning sector.
MY BACKGROUND: I have a unique background that encompasses financial planning, community engagement work and quality audit administration.
I'M BEST KNOWN FOR:
✔ Listening and getting to the issue
✔ Simplifying and communicating complex financial advice.
✔ Ethical mindset, intelligence, approachability.